ICEA LION Group offers a range of investment products designed to help you grow your wealth and secure your financial future. From accessible Unit Trusts to specialized Private Wealth Management, there's an investment solution for every financial goal.
Imagine planting a seed. With care and the right conditions, it grows into a plant that might produce more seeds. Investing works similarly - you put money into something with the potential to grow over time, helping you achieve future financial goals like buying a home, funding education, or ensuring a comfortable retirement.
Instead of just keeping money aside where it might not grow, investing gives it the opportunity to increase in value over time.
As prices rise over time, investing helps your money maintain or increase its purchasing power rather than losing value to inflation.
Investing is about preparing for the future, whether that's a specific goal or general financial security and independence.
Think of a Unit Trust as a "savings club" or "group investment." Many people with similar financial goals put their money together in one big pot, which is managed by professional investment experts. When you contribute, you buy "units" - like shares in the total pooled money. As the investments perform well, the value of your units increases.
Minimum Investment
UGX 100,000
Investment Horizon
Medium to Long-term
Potential Returns
Moderate to High
A pooled investment fund where your money is combined with that of other investors and managed by professionals who invest in a diversified portfolio of assets.
Once the money is pooled together, the fund manager invests it in various types of assets like company shares (stocks) or bonds (loans to governments or corporations). If these investments perform well, the overall value of the Unit Trust fund grows, and so does the value of each unit you hold.
Your money is spread across different investments, reducing risk. If one investment underperforms, others might still do well.
Experienced financial experts make investment decisions on your behalf, so you don't need to be a financial expert yourself.
Start with as little as UGX 100,000, making it easier for ordinary individuals to begin their investment journey.
Visit ICEA Asset Management's offices to open an account with a minimum initial investment of UGX 100,000.
After setting up your account, you can add more funds whenever you wish to increase your investment.
When needed, you can withdraw a portion or all of your investment without penalties. For withdrawals over UGX 50,000, funds are typically transferred to your bank account within three working days.
| Feature | Unit Trust | Money Market Fund | Private Wealth Management |
|---|---|---|---|
| Minimum Investment | UGX 100,000 | UGX 30,000 | UGX 100,000,000 |
| Risk Level | Low to Medium | Low | Varies based on portfolio selection |
| Potential Returns | Moderate to High | Low to Moderate | Potentially Higher |
| Liquidity (Access to Funds) | Relatively Quick (within 3 working days) | Very Quick | Depends on the underlying investments |
| Investment Focus | Diversified (stocks, bonds, etc.) | Short-term, low-risk (fixed deposits, T-bills) | Tailored to individual goals |
| Management | Professional Fund Manager | Professional Fund Manager | Dedicated team of experts |
| Accessibility | Visit offices, phone inquiry | Online (DigiTrust), phone inquiry | Personalized consultation, phone, email, visit |
| Target Audience | Individuals, groups with investment goals | Individuals seeking safety and easy access | High net worth individuals, trusts, institutions |
Begin with an amount you're comfortable with and gradually learn more as you gain experience. The low minimum investments for ICEA LION's products make this approach accessible.
Have a clear understanding of your financial goals – what you're hoping to achieve with your investments and over what timeframe.
All investments involve some level of risk, and values can fluctuate. Make sure you understand the risk profile of any investment before committing.
Investing is often a long-term game; typically, the longer you keep your money invested, the greater the potential for growth over time.
Take the first step towards financial growth and security with ICEA LION Group's investment products. Their team of professional advisors is ready to guide you through the process.
Disclaimer: This information is intended for informational purposes only and should not be considered as financial advice. Before making any investment decisions, consult with a qualified financial advisor who can assess your individual situation. Past investment performance is not necessarily an indicator of future results.